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Client Videos

2024 Custodian Update

11/25/2024

This video details the struggles of the custodian landscape and Kris' recommendation to make a change.

RayJay Client Access
Enrollment and Navigation

12/11/2024

This video is a demonstration of how to enroll and navigate the Raymond James Client Access website.

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Pertinent Documents including Privacy Policy

©2023 by Cogent Independent Advisors, Inc. Financial Planning and Investment Advisory Services provided by Cogent Independent Advisors, Inc. ("Cogent") dba Cogent Private Wealth, a Registered Investment Advisor and subsidiary of Cogent Group LLC. Cogent is neither a tax nor legal advisor.  Clients must consult their own tax and legal advisors prior to implementing any recommendations. Nothing on this page constitutes a recommendation of a particular investment or strategy. Nothing on this website constitutes a solicitation to buy or sell any specific security.  Cogent's home state is Florida, and can only do business with clients domiciled in states where first authorized or exempt from authorization. Cogent is not a licensed insurance agency. Cogent Tax Strategies, LLC and Cogent Independent Advisors, Inc. are affiliated companies. Cogent Tax Strategies, LLC is not a Registered Investment Advisor. Any phone numbers Cogent collects and any consent Cogent receives for marketing to you will not be shared with 3rd party providers. Cogent will never sell your personal data.  See our SMS Privacy Policy here.

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